FESGX Mutual Fund

FESGX Mutual Fund

NAV$85.94
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Returns Overview

1 Month
+3.29%
3 Months
+1.91%
6 Months
+1.58%
YTD
+6.98%
1 Year
+23.68%
3 Years (annualized)
+16.19%
5 Years (annualized)
+11.18%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+5.79%
vs Peers
+1.18%

FESGX Mutual Fund Performance

FESGX performance across multiple time periods: 1-month 3.29%, YTD 6.98%, 1-year 23.68%, 3-year 16.19%, 5-year 11.18%, 10-year 8.97%.

FESGX returns outperform the peer average of 5.79% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

FESGX vs another fund shows side-by-side returns. FESGX alternatives are available in the Mutual Fund Screener.